74 episodes
SHIFT with Ross Marino Ross Marino, CFP®, CPFA, CeFT®
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- Business
SHIFT is a show focused on human first financial guidance. Join Ross Marino and his guests, industry experts and thought leaders with the tools to help you mold your practice and shift the conversation.
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Preventing Trust Fund Monsters with Steve Lockshin
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
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Screening Questions for Prospective Clients with Meghaan Lurtz
Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.
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Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall
Lindsay Troxall joins Ross Marino to discuss how AI provides financial coaches even more opportunity to be effective and human-centric.
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Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry
Dr. Preston Cherry joins Ross Marino sharing how culture plays a part in how people deal with money. Advisors need to be mindful of a client's cultural background to effectively serve them.
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Creating a Practice on Purpose with Laura LaTourette and Chloe Moore
Chloe Moore and Laura LaTourette join Ross Marino discussing creating a practice serving a particular community. They share the wisdom and challenges that come along with filling the niche market.
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Human First Discovery Meetings with Stoy Hall and Larry Sprung
Stoy Hall and Larry Sprung join Ross Marino sharing how they approach their client discovery meetings and share tips for success.